ISHARES TR's ticker is IBDP and the CUSIP is 46434VBG4. A total of 174 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $438,781,000 | -14.2% | 16,942 | -12.9% | 0.04% | -14.6% |
| Q3 2021 | $511,594,000 | +14.6% | 19,459 | +15.3% | 0.05% | +11.6% |
| Q2 2021 | $446,584,000 | -24.5% | 16,872 | -18.1% | 0.04% | -28.3% |
| Q1 2021 | $591,147,000 | -48.3% | 20,589 | -52.1% | 0.06% | -53.5% |
| Q4 2020 | $1,143,441,000 | +8.4% | 43,018 | +7.8% | 0.13% | -3.7% |
| Q3 2020 | $1,054,928,000 | +15.3% | 39,891 | +14.9% | 0.13% | +7.2% |
| Q2 2020 | $915,297,000 | +7.4% | 34,722 | +0.8% | 0.12% | -10.1% |
| Q1 2020 | $851,939,000 | +560.8% | 34,463 | +581.1% | 0.14% | +768.8% |
| Q2 2019 | $128,934,000 | +46.3% | 5,060 | +42.9% | 0.02% | +33.3% |
| Q1 2019 | $88,141,000 | +1022.0% | 3,542 | +986.5% | 0.01% | +1100.0% |
| Q3 2018 | $7,856,000 | – | 326 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Tillar-Wenstrup Advisors, LLC | 388,888 | $10,224,000 | 4.73% |
| Paradigm, Strategies in Wealth Management, LLC | 177,882 | $4,677,000 | 4.42% |
| PFG Private Wealth Management, LLC | 271,921 | $7,149,000 | 4.18% |
| Aptus Capital Advisors, LLC | 5,048,729 | $132,731,000 | 3.42% |
| RVW Wealth, LLC | 938,040 | $25,000,000 | 3.00% |
| Cribstone Capital Management, LLC | 172,887 | $4,545,000 | 2.71% |
| Peloton Wealth Strategists | 221,700 | $5,828,000 | 2.39% |
| SONATA CAPITAL GROUP INC | 196,028 | $5,154,000 | 2.31% |
| Day & Ennis, LLC | 214,751 | $5,646,000 | 1.95% |
| SIGMA INVESTMENT COUNSELORS INC | 957,067 | $25,161,000 | 1.86% |